You will get Tax return preparation for nonprofit orgs (990, 990EZ, 990-T, 990-PF)

Dan B.Status: Offline
Dan B. Dan B.
4.8
Top Rated

Let a pro handle the details

Buy Tax Consulting services from Dan, priced and ready to go.
Dan B.Status: Offline
Dan B. Dan B.
4.8
Top Rated

Let a pro handle the details

Buy Tax Consulting services from Dan, priced and ready to go.

Project details

You will receive a completely prepared return (based on your selection), along with any accompanying schedules that may be required. The return will be e-filed. Supporting files will be requested when applicable, and must be provided via Upwork or another secure file transfer site. Client is responsible for the accuracy of information provided to the preparer.

I am a Certified Public Accountant with extensive experience working with nonprofit organizations as a Board Member and Treasurer. I am well-versed in nonprofit tax regulations and can assist wherever necessary. By hiring me, you will receive a collaborative partnership and strong work ethic.
Industry
Nonprofit
Target Country
United States
What's included
Service Tiers Starter
$150
Standard
$250
Advanced
$400
Delivery Time 7 days 10 days 14 days
Tax Reporting
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Tax Return Filing
Tax Exemption Submission
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Tax Refund Submission
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Tax Certification Submission
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Tax Planning & Advisory
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Optional add-ons You can add these on the next page.
Fast Delivery
+$50 - $100
4.8
4 reviews
75% Complete
25% Complete
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

CN

Carmelo N.
5.00
Jul 15, 2026
CPA / EA / Tax Attorney/Strategist Needed to Review Tax Strategy Book Before Publication Dan was very helpful with my project. Highly recommended

SB

Skaiste B.
4.00
Jun 17, 2026
Preparation and filing of HealthLearn's 2025 Form 990 and Form 3115

SK

Sean K.
5.00
May 16, 2026
Giving4Pets 2025 Form 990-EZ Dan was amazing from the moment I reached out regarding our nonprofit organization’s annual tax filing. He clearly explained the information and documents needed upfront and made the entire process smooth and stress-free.

He completed the project quickly, professionally, and well within our deadline timeframe. Communication was excellent throughout, and he was very responsive whenever questions came up.

Professional, dependable, knowledgeable, and easy to work with — I would highly recommend Dan to anyone needing tax or nonprofit filing assistance.

JD

Jack D.
5.00
Apr 16, 2026
Aidchild IRS Classification and Form 990 Review
Dan B.Status: Offline

About Dan

Dan B.Status: Offline
Financial professional | US CPA | Accounting, Tax, Audit, Nonprofits
100% Job Success
4.8  (4 reviews)
Aurora, United States - 9:25 pm local time
Ex-Big 4 auditor with experience working with a diverse array of clients. Nonprofit executive board member for two different organizations (including Treasurer/CCO and Executive Director). Certified Public Accountant in Illinois, Ohio, and Florida. Experience with QuickBooks Enterprise and QuickBooks Online. Experience preparing complex income tax returns for individuals and businesses, including IRS Forms 1040, 1065, and 990.

Services I can provide include (NOTE: Rates are negotiable based on service provided!):
- Financial statement audits, reviews, and compilations
- Internal controls evaluation/consulting
- Business startup consulting
- Tax return preparation
- Nonprofit consulting (including nonprofit compliance and financial consulting)
- QuickBooks implementation
- Tax advisory/planning services
- GRC (Governance, Risk, and Compliance) consulting
- General bookkeeping
- Payroll accounting/services

Although I may be new to Upwork, my dedication and commitment to financial excellence have no bounds. I strive to ensure that my clients are taken care of, listened to, and walk away with a high degree of satisfaction. If you are looking for a hard worker with a wide variety of experiences to support their work, I'm your guy! Reach out with any questions!

Steps for completing your project

After purchasing the project, send requirements so Dan can start the project.

Delivery time starts when Dan receives requirements from you.

Dan works on your project following the steps below.

Revisions may occur after the delivery date.

Client organizer sent to client contact for completion

Clients should fill out all relevant information to ensure that the returns are prepared completely and accurately.

Client shall provide copies of the previous two years of returns

If the client filed a form 990-N in any of the previous years, supplemental financial information will be requested.

Review the work, release payment, and leave feedback to Dan.